Initial commit

Fusion Accounting/models/digest.py

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+# Fusion Accounting - Digest KPI Extensions
+# Adds bank & cash movement KPIs to the periodic digest emails
+
+from odoo import fields, models, _
+from odoo.exceptions import AccessError
+
+
+class FusionDigest(models.Model):
+    """Extends the digest framework with an accounting KPI that
+    summarises bank and cash journal movements."""
+
+    _inherit = 'digest.digest'
+
+    kpi_account_bank_cash = fields.Boolean(string='Bank & Cash Moves')
+    kpi_account_bank_cash_value = fields.Monetary(
+        compute='_compute_bank_cash_kpi_total',
+    )
+
+    def _compute_bank_cash_kpi_total(self):
+        """Aggregate the total amount of moves posted in bank and cash
+        journals during the digest period."""
+        if not self.env.user.has_group('account.group_account_user'):
+            raise AccessError(
+                _("Insufficient permissions to compute accounting KPIs.")
+            )
+
+        period_start, period_end, target_companies = self._get_kpi_compute_parameters()
+        aggregated = self.env['account.move']._read_group(
+            domain=[
+                ('date', '>=', period_start),
+                ('date', '<', period_end),
+                ('journal_id.type', 'in', ('cash', 'bank')),
+                ('company_id', 'in', target_companies.ids),
+            ],
+            groupby=['company_id'],
+            aggregates=['amount_total:sum'],
+        )
+        totals_by_company = dict(aggregated)
+
+        for rec in self:
+            co = rec.company_id or self.env.company
+            rec.kpi_account_bank_cash_value = totals_by_company.get(co)
+
+    def _compute_kpis_actions(self, company, user):
+        """Map the bank/cash KPI to the journal dashboard action."""
+        actions = super(FusionDigest, self)._compute_kpis_actions(company, user)
+        finance_menu_id = self.env.ref('account.menu_finance').id
+        actions['kpi_account_bank_cash'] = (
+            f'account.open_account_journal_dashboard_kanban&menu_id={finance_menu_id}'
+        )
+        return actions